- Manager
- Sowilo Investment Managers
- Service
- Discretionary
- Asset class
- Equity
Sowilo Target Return Aggressive Scheme
+8.35%
1-year return
Benchmark S and P BSE 500 Total Return Index −2.33% · to 30 Sep 2026
Sowilo Investment Managers’ Sowilo Target Return Aggressive Scheme returned 8.35% over the year to 30 Sep 2026, against −2.33% for its benchmark, the S and P BSE 500 Total Return Index. It managed ₹44.64 crore across its clients.
Key numbers
- AUM
- ₹44.64 Cr
- Benchmark
- S and P BSE 500 Total Return Index
- Turnover, past year
- 1.60×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | S and P BSE 500 Total Return Index | Difference |
|---|---|---|---|
| 1 month | −2.75% | −5.57% | +2.82% |
| 3 months | +2.92% | −3.59% | +6.51% |
| 6 months | +30.44% | +8.07% | +22.37% |
| 1 year | +8.35% | −2.33% | +10.68% |
| 2 years | −1.51% | −3.93% | +2.42% |
| 3 years | +14.70% | +9.20% | +5.50% |
| Since inception | +17.46% | +10.80% | +6.66% |
Time-weighted returns (TWRR) as the managers report them to SEBI, after fees and expenses; periods over a year are annualised. Reported for 30 Sep 2026.
Portfolio mix
- Listed equity95.27%₹42.53 Cr
- Unlisted equity3.09%₹1.38 Cr
- Cash and other1.61%₹0.72 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹0.92 Cr
- Net, Sep 2026
- −₹0.92 Cr
- Net, FY to date
- −₹4.35 Cr
- Turnover, month
- 0.29×
- Turnover, past year
- 1.60×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Sowilo Target Return Aggressive Scheme returned?
8.35% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −2.75%; 3 months: 2.92%; 6 months: 30.44%; 1 year: 8.35%; 2 years: −1.51%; 3 years: 14.70%; Since inception: 17.46%.
How has it done against its benchmark?
Its benchmark, the S and P BSE 500 Total Return Index, returned −2.33% over the year, so the strategy was 10.68 percentage points ahead.
How much does Sowilo Target Return Aggressive Scheme manage?
₹44.64 crore at 30 Sep 2026, as reported to SEBI.
What is the minimum investment in a PMS?
SEBI sets the minimum at ₹50 lakh per client, in cash or securities. A manager can ask for more.
Who manages Sowilo Target Return Aggressive Scheme?
Sowilo Investment Managers, a SEBI-registered portfolio manager (INP000008127), runs it as a discretionary service.
How are PMS returns reported?
Portfolio managers report each strategy’s time-weighted return (TWRR) to SEBI every month, after fees and expenses, beside the benchmark they chose. Periods over a year are annualised.
For information only. Not investment advice or a research report. Past performance does not guarantee future returns. PMS investments carry higher minimums and risks; read the disclosure document.
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